Imagine if you could’ve bought the keys to the Internet in 1994! A tectonic shift at the intersection of finance & technology approaches, where the very fabric of the global capital markets are being transformed at the atomic level for the first time since the advent of fungible currency is enabling such and opportunity now. Smart contract and the blockchain allow the creation of global P2P capital markets. Purchasing Veritas tokens is analogous to purchasing the keys to the most monumental paradigm shift since the advent of the Internet!

As My Google Thesis Comes To Fruition, Prepare To Witness A Paradigm Shift In Computing AND Advertising
Featured

I'm going to take this time to demonstrate what I consider excellence in forensic and fundamental analysis. As most know by now, Google blew out the sell side analysts forecasts last Thursday to surge 18%+ to $1,011 per share. They beat on both the top and bottom line even as a major shift to mobile with its lower cost per clicks scared most analysts into forgoing the power of the Google engine. Well, my subscribers knew better. Reference Google Q2 2013 Update: Valuing Possibly The Most Powerful Co. In The World?:

Google has almost consistently outgrown the adoption rate of web advertising. What does this mean? Well, it means that although Web advertising is getting bigger and more popular as a slice of the total advertising pie, Google is getting even bigger and more dominant in the space – not less. Google is beating competition back even as the market grows!

The search giant earned a profit before certain costs such as stock compensation of $10.74 a share on a 12% rise in revenues, to $14.89 billion. Net income was nearly $3 billion, or $8.75 a share.

Google’s shares were rising fast, by more than 6%, in extended trading immediately after the earnings announcement. The stock had fallen about 1%, to $889, in today’s trading.

Analysts had expected earnings before certain costs such as stock compensation to rise 15% from a year ago, to $10.35 a share. Net revenues were expected to rise 5%, to $11.9 billion (gross revenues of $14.8 billion), a big slowdown from even a quarter ago.

Ad prices, measured by cost per click, fell 8% from a year ago and 4% from the last quarter. In the second quarter, prices had fallen 6%, so if anything, the price declines are rising. Paid clicks rose 26% from a year ago and 8% from the second quarter.

The bottom line is that while ad prices continue to decline, that decline is offset considerably by more people clicking on the ads. “Clicks were up much more significantly than we expected,” Roger Barnette, president of search marketing firm IgnitionOne, said in an interview. However, 12% revenue growth is down yet again, the fourth straight quarter of declining sales, which were up 31% as recently as the first quarter.

There is much, much more to this story, though. My valuation numbers from last quarter have not changed much, but my foresight into the future has grown demonstrably, and I will be putting opinion out and investment opportunities accordingly over the next week - for both public and private equity investors. In the meantime, my paying subscribers should review the following valuation notes - as appropriate.

To demonstrate the level of foresight of BoomBustblog research, I present below is a 5 page excerpt of the 69 page Google forensic analysis that I released to professional and institutional subscribers three years ago.

hese commands take even more precedent when viewed in context of Google's biggest launch of the year, Glass....

Google is in the final phases of launching a product, a product that is to personal productivity as the smart phone was to computing. The company is up about 10% since that video about a month and change ago...

From the latest quarterly valuation update for BoomBustBlog subscribers (click here to subscribe):

BoomBustBlog releases its updated valuation on Google Inc. in the 2nd quarter of this year. The stock has registered a +47% return since our last valuation update in March 2012.

Google continues to play a dominant-leader role in the online advertisement and search market. Its market share in online advertisement has been consistently growing not only in the US, but also in the other geographies. Besides being a leader in the online advertisement market, the company has been continuously taking initiatives to broaden its product and service offering. The last year has seen a number of (now) well-known products.

The continuous endeavor to diversify product and services through sustained efforts in research & development forms an important component of our valuation. While we expect that the company will continue to grow its revenue off its leading space in the advertisement and search market, its ability to diversify its future revenue in different streams is a key to the current valuation. We therefore expect its revenue to grow along a more diversified route. This statement requires some explanation, for most still don’t seem to understand the Google business model. Google monetizes the vast majority of its initiatives through ad revenue. This causes many to label Google’s various ventures as a failure, due to being misled by cost shifting. Google cost shifts through a myriad of products, disrupting entire industries, then monetizes the results through “Ad Revenue”. Thus, looking for direct revenue streams from Android is fruitless in comparison to searching for strength in ad revenue bolstered by Android.

So how do I know if my thesis on this revenue diversification is on point. I instruct all to simply look at...

Google’s ‘other’ revenue

The nondescript "Other" revenue line...

•“Other” revenue in 2009: $762 million, or 3.2% of $23.65 billion in total revenue

•“Other” revenue in 2010: $1.09 billion, or 3.7% of $29.32 billion in total revenue

•“Other” revenue in 2011: $1.37 billion, or 3.6% of $37.9 billion in total revenue

•“Other” revenue in 2012: $2.35 billion, or 4.7% of $50.18 billion in total revenue

The 2012 numbers are not inclusive of the Motorola Mobility operations. The Motorola revenue was approximately $4.14 billion on top of the other “other” revenue. For those who are not paying attention, Google's non-advertising revenue was $6.49 billion last year — or 12.9% of total revenue and growing like a weed!!!

How fast is the growth acceleration in the "Other" category? Q3 “other” revenue grew 85% compared with the year-ago period to $1.23 billion. That means that Google nearly doubled this revenue from last year, or put another way it's half of the entire total in calendar 2012 - made in just one quarter. If one were to look at the growth from a longer historical perspective, 2 years ago the “other” revenue total for third quarter 2011 was $385 million. That means that Google has produce MORE than 3x the revenue it did two years ago! Wait until Glass is released!

Expect the sell side to finally catch on to this, and when they do, expect valuation models to change accordingly.

38 comments

We're a group of volunteers and opening a new scheme in our
community. Your website offered us with helpful information to work on.
You have done a formidable activity and our whole group will be thankful to you.

Can I just say what a relief to get an individual who actually knows what theyre talking about online. You definitely know ways to bring an issue to light and make it essential. A lot more men and women need to read this and realize this side of the story. I cant believe youre not even more popular since you absolutely have the gift.
jordan 11 greys http://www.freewebsite-service.com/rolexwatcheszqe/Blog.php?id=160963&snavn=Nike+Air+Jordan+Is+Ideal+For+Persons

Nice post. I find out something extra challenging on several blogs everyday. It will usually be stimulating to read content from other writers and practice a little some thing from their store. I'd prefer to use some with the content on my weblog regardless of whether you do not mind. Natually I'll give you a link on your web blog. Thanks for sharing.
jordans cheap http://jordansnnbw.teenblog.com/post/263723/music_has_power_greater_than.html

I'm impressed, I have to say. Definitely rarely do I encounter a weblog that is both educative and entertaining, and let me tell you, you've hit the nail on the head. Your idea is outstanding; the issue is something that not enough persons are speaking intelligently about. I'm pretty pleased that I stumbled across this in my search for something relating to this.
cheap jordans http://www.friendcircles.com/blogs/post/66664

Nice post. I discover some thing much more challenging on distinctive blogs everyday. It'll normally be stimulating to read content from other writers and practice a bit something from their store. I'd prefer to make use of some with the content on my blog regardless of whether you do not mind. Natually I'll give you a link on your internet blog. Thanks for sharing.
jordans for cheap http://broccoliiac.wix.com/watchesccoi#!blog2/c19v8

Do you want to reduce fat rapidly and much more effectively? There is certainly available nowadays an all natural draw out from the flower which is indigenous in order to Philippines which can be Garcina Cambogia.

What exactly is Garcina Cambogia Draw out?

This can be a really small, pumpkin-shaped fresh fruit which is also called tamarind. It really is indigenous in order to Philippines and it is developed within S.e. Asian countries, Indian plus Main plus Western The african continent. It really is utilized in several Southern Oriental meals typically, like chutneys plus curries. This particular fresh fruit can also be utilized for healing seafood plus upkeep.

By having this particular component in order to foods it really is regarded as quite effective for making foods fill up a person upward quicker. In certain towns within Malaysia, this particular fresh fruit is utilized for making soups that may be consumed in front of you food for losing weight because of Cambodias appetite-blocking capabilities.

Are these claims Fresh fruit Efficient?

This particular fresh fruit continues to be well-researched along with more than a number of different medical tests performed through the years. Frequently, analysis shows the ability associated with Garcinia Cambogia offers for your weight loss as well as the development associated with healthful ways of eating.

What exactly can make Cambogia therefore efficient will not it function? Cambogia is really a yellowish fresh fruit which is designed kind of just like a pumpkin also it passes various other brands throughout S.e. Asian countries along with other region and it is consumed like a as well as the particular rind is utilized within conventional tested recipes within southern Indian.

The particular draw out comes from mainly the particular rind, that is dried out plus healed and possesses hydroxycitric acids HCA that is a chemical promoted in order to obstruct sugar plus fat whilst controlling appetites.

Study and research

Research has been completed in Saint Lukes Medical center the particular Being overweight Nourishment Study Middle within Nyc to find out issue fresh fruit got any kind of benefit because anti-obesity indicates. There have been 135 overweight men and women who have been hired with this research and yes it final regarding twelve days. These were divided straight into two groupings, one particular received a working organic substance associated with hydroxycitric acidity as well as the various other getting a placebo. These two organizations had been recommended exactly the same low-energy, plus high-fiber diet plan.

Both in groupings the particular individuals dropped plenty of bodyweight. Nevertheless, there is actually simply no significant distinction within the % associated with unwanted fat reduction. Scientists figured garcinia cambogia z unsuccessfully to demonstrate significant weight reduction plus weight loss a lot more than what had been noticed using a placebo.

The particular Diary associated with Being overweight at the end of the year 2010 released a write-up upon research that will examined Garcinia as being a item for losing weight. From the twenty three studies analyzed, just 12 had been think about audio methodologically sufficient to incorporate. The particular evaluation exposed that will a few statistically important weight reduction do take place. Additionally they found that uncomfortable stomach occasions happened two times as frequently within the hydroxycitric team within the particular placebo team.

Consequently , simply because this really is getting extremely supported plus promoted with a physician for the tv, doesnt required allow it to be therefore?

My good friend informed me the lady dropped bodyweight making use of garcinia cambogia. Will this particular go a long way?

Julia Big t.

Jupiter, FLORIDA

Julia,

Garcinia Cambogia Draw out (HCA) is definitely highly within the information being a organic slimming pill. Research, concerning be anticipated, have got blended testimonials. A lot of state it could be a highly effective slimming pill.

As opposed to a number of other weight reduction items, HCA continues to be thoroughly examined within analysis laboratories to both human being plus pet topics and also to day simply no considerable unwanted effects are already discovered.

Garcinia Cambogia is really a exotic fresh fruit that will expands primarily within The african continent plus Indian. They have within the lemon or lime loved ones. It is very bitter towards the flavor producing it inedible even though rind can be used like a essence. Hydroxycitric acidity will be the material taken out through the fresh fruit plus utilized in the particular dietary supplement.

Hydroxycitric acidity fulfills the human body's requirement for power plus enhances the particular signaling program that this entire body utilizes to inform the mind in order to provides consumed sufficient. This particular has a tendency to provide an earlier caution program to the people over weight informing all of them "Stop consuming I am full". The most obvious impact can be much less calories from fat ingested.

The particular nutrient chrome can be suggested within conjunction along with Garcinia Cambogia get in order to efficiently manage the human body's glucose levels. Chrome insufficiency may lead to fat gain and perhaps diabetes.

Nevertheless when you have diabetes currently, you need to call at your physician just before having any kind of items that contains chrome.

Just like the majority of health supplements, I suggest which you check with your physician just before getting this or even creating in order to other people (including children). HCA can be obtained through several resources on the web and might be tagged possibly hydroxycitric acidity or even garcinia cambogia remove.

In case you select well balanced meals you need to discover that you already know bodyweight plus body fat gradually yet continuously with out actually attempting. You need to eat somewhat smaller sized servings plus select fresh fruit rather than sweet snack foods however, you don't have to move starving. This can be a quite organic strategy.

You will find 3 vital foundations that needs to be piled jointly to obtain weight reduction: consuming much healthier plus smaller sized servings (consuming less calories), growing expenses of one's via easy workout (using upward a lot more calories) plus getting the attitude (mental discipline) to improve your own behavior right into a good living plan associated with health insurance and energy.